Insights

Strategic partnership Merger with Mission Wealth indicates potential for joint client offerings, cross-sell opportunities in retirement planning, and expanded geographic reach to new client bases.

Custom solutions Strong emphasis on highly customized financial planning and broad access to products suggests potential to position Stonepath as a trusted advisor for complex portfolios and bespoke insurance and tuition planning needs.

Growing scale Revenue in the mid range and 11-50 employees imply room for scalable advisory tools, technology integrations, and back-office services to support onboarding of more high-net-worth clients.

National footprint Current nationwide client service capability paired with Michigan roots offers expansion opportunities in new states and markets, plus strategic partnerships with regional RIAs and product providers.

Digital readiness Tech stack and regulatory compliance posture (X-SSS protections, HSTS, content security) indicate openness to digital client onboarding, data analytics, and marketing automation to accelerate growth.

Stonepath Wealth Management Tech Stack

Stonepath Wealth Management uses 8 technology products and services including WordPress, jQuery, Microsoft, and more. Explore Stonepath Wealth Management's tech stack below.

WordPress

Content Management System

jQuery

Javascript Libraries

Microsoft

Miscellaneous

X-XSS-Protection

Security

Vimeo

Video Players

HTTP/3

Web & Portal Technology

Gravity Forms

Web Platform Extensions

Apache

Web Servers

Stonepath Wealth Management Email Formats	Example	Percentage
First@stonepathwm.com	John@stonepathwm.com	92%
FLast@stonepathwm.com	JDoe@stonepathwm.com	8%

Stonepath Wealth Management Email Formats

Example

Percentage

First@stonepathwm.com

John@stonepathwm.com

92%

FLast@stonepathwm.com

JDoe@stonepathwm.com

Frequently Asked Questions

What is Stonepath Wealth Management's official website and social media links?

Stonepath Wealth Management's official website is stonepathwm.com and has social profiles on LinkedIn.

How much revenue does Stonepath Wealth Management generate?

As of September 2026, Stonepath Wealth Management's annual revenue is estimated to be $10M - $25M.

What is Stonepath Wealth Management's NAICS code?

Stonepath Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Stonepath Wealth Management have currently?

As of September 2026, Stonepath Wealth Management has approximately 16 employees across 1 continents, including North America. Key team members include Director Of Finance: V. P., Principal: C. C. and Financial Advisor: L. W. Explore Stonepath Wealth Management's employee directory with LeadIQ.

What industry does Stonepath Wealth Management belong to?

Stonepath Wealth Management operates in the Financial Services industry.

What technology does Stonepath Wealth Management use?

Stonepath Wealth Management's tech stack includes WordPress, jQuery, Microsoft, X-XSS-Protection, Vimeo, HTTP/3, Gravity Forms and Apache.

What is Stonepath Wealth Management's email format?

Stonepath Wealth Management's email format typically follows the pattern of First@stonepathwm.com. Find more Stonepath Wealth Management email formats with LeadIQ.

Stonepath Wealth Management

Q: How many employees does Stonepath Wealth Management have currently?

Stonepath Wealth Management has approximately 16 employees.

Q: What technology does Stonepath Wealth Management use?

Stonepath Wealth Management's tech stack includes X-XSS-Protection, Google Search Console, Apache, Cloudflare Web Optimizations, Cloudflare CDN.

Q: What is Stonepath Wealth Management's NAICS code?

Stonepath Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesMichigan, United States11-50 Employees

Stonepath Wealth Management is a financial services firm that provides guidance on investments, retirement planning, tuition planning, portfolio management, and insurance. As an independent advisory practice, it emphasizes tailored recommendations and access to a broad range of financial products aligned with clients' goals.
Based in Milford, Michigan, the firm serves individuals, families, and business owners across the United States.

Stonepath operates as a registered investment advisor and maintains the licenses required by the states where it does business. A development reported in October 2024 indicates a merger with Mission Wealth LP.

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